Forum Private Client Group LLC J P Morgan Exchange Traded Fd Transaction History

Forum Private Client Group LLC

$225 Billion
Q4 2024

A detailed history of Forum Private Client Group LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Forum Private Client Group LLC holds 539,174 shares of JCPB stock, worth $24.8 Million. This represents 11.06% of its overall portfolio holdings.

Number of Shares

539,174

Previous 502,811 7.23%

Holding current value

$24.8 Million

Previous $24.3 Billion 2.41%

% of portfolio

11.06%

Previous 10.77%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$46.07 - $48.17 $1.68 Million - $1.75 Million	36,363 Added 7.23%	539,174 $24.8 Billion
Q3 2024 Nov 12, 2024	BUY	$45.87 - $48.53 $1.67 Million - $1.76 Million	36,309 Added 7.78%	502,811 $24.3 Billion
Q2 2024 Aug 13, 2024	BUY	$45.27 - $46.67 $2.27 Million - $2.34 Million	50,174 Added 12.05%	466,502 $21.6 Billion
Q1 2024 May 15, 2024	BUY	$46.0 - $47.18 $3.08 Million - $3.15 Million	66,866 Added 19.13%	416,328 $19.4 Billion
Q4 2023 Jan 19, 2024	BUY	$43.49 - $47.47 $15.2 Million - $16.6 Million	349,462 New	349,462 $16.5 Billion
Q2 2023 Aug 02, 2023	BUY	$46.41 - $47.75 $5.39 Million - $5.54 Million	116,066 Added 119.45%	213,230 $9.93 Million
Q1 2023 May 15, 2023	BUY	$45.84 - $47.89 $4.45 Million - $4.65 Million	97,164 New	97,164 $4.6 Million

Others Institutions Holding JCPB

# of Institutions

328

Shares Held

86.6M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

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Forum Private Client Group LLC J P Morgan Exchange Traded Fd Transaction History